Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Sample Portfolio
Sample Portfolio Analysis
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude+Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Needham
Recent news which mentions Needham
< Previous
1
2
...
15
16
17
18
19
20
21
22
Next >
Why Lyft's Quarter-To-Quarter 'Bumpiness' Could Hurt Stock: 7 Analysts Break Down Q3 Earnings
November 08, 2022
Tickers
LYFT
UBER
Tags
Analyst Color
Brian Nowak
ride share
From
Benzinga
4 DoorDash Analysts Break Down A Blockbuster Quarter: Still Bullish, But There's A Few Issues
November 04, 2022
Tickers
DASH
Tags
Brad Erickson
Guidance
Benzinga
From
Benzinga
Coinbase Customers Are 'HODLing' While Company Cuts Costs: What 5 Analysts Are Saying After Q3 Earnings
November 04, 2022
Tickers
COIN
Tags
Devin Ryan
Analyst Ratings
Dan Dolev
From
Benzinga
Why 5 Twilio Analysts Slash Price Targets After Earnings
November 04, 2022
Tickers
TWLO
Tags
Patrick Walravens
Morgan Stanley
TWLO
From
Benzinga
5 Peloton Analysts Break Down Q1 Sales Miss From Pandemic Stock Favorite
November 04, 2022
Tickers
PTON
Tags
Benzinga
Market News
Reiteration
From
Benzinga
Roku's 'Revenue Trends Continue To Deteriorate': 4 Analysts On Streaming Platform's Q3 Earnings
November 03, 2022
Tickers
ROKU
Tags
Analyst Ratings
Rosenblatt Securities
Movers
From
Benzinga
Uber Not Seeing Consumer Slowdown, Analyst More Convinced Of Profitability Target After Q3 Earnings
November 02, 2022
Tickers
UBER
Tags
Morgan Stanley
delivery companies
rideshare
From
Benzinga
Airbnb Is 'Solid': 7 Analysts Offer Takeaways On Q3 Print
November 02, 2022
Tickers
ABNB
Tags
Needham
Raymond James
James Lee
From
Benzinga
10 Amazon Analysts Lower Price Targets: How The Street Is Reacting To Disappointing Q3 Earnings, AWS 'Surprise'
October 28, 2022
Tickers
AMZN
NFL
Tags
Analyst Color
Laura Martin
Barton Crockett
From
Benzinga
7 Intel Analysts Focus On Q3 Earnings, Cost-Cutting Plan
October 28, 2022
Tickers
INTC
TECH
Tags
Benchmark
Market News
Hans Mosesmann
From
Benzinga
11 Alphabet Analysts On Q3 Earnings Miss, Surprise YouTube Revenue Decline
October 26, 2022
Tickers
GOOG
GOOGL
JMP
TECH
Tags
Justin Patterson
Morgan Stanley
Top Stories
From
Benzinga
10 Surprises From Netflix's Earnings Report: Advertising Plan, No More Sub Guidance, Movie Theater Strategy And More
October 21, 2022
Tickers
AMC
CNK
NFLX
Tags
Market News
Benzinga
advertising stocks
From
Benzinga
Analysts Love These 5 Cannabis Stocks
October 20, 2022
Tickers
AYRWF
CURLF
GTBIF
TRSSF
Tags
Earnings
News
TRSSF
From
Benzinga
3 Lam Research Analyst Takeaways On Upbeat Q1 Earnings, Guidance
October 20, 2022
Tickers
LRCX
Tags
Quinn Bolton
Earnings
Trading Ideas
From
Benzinga
Why These 5 Tesla Analysts Have Mixed Views On Q3: 'We Were Prepared For An Earnings Miss'
October 20, 2022
Tickers
TSLA
Tags
Market News
Mizuho Securities
Analyst Ratings
From
Benzinga
Why This Roblox Analyst Says The Market Hasn't Grasped Metaverse Company's Monetization Potential
October 18, 2022
Tickers
META
RBLX
TECH
Tags
Analyst Ratings
Analyst Color
metaverse
From
Benzinga
Tesla Stock Drops On Heels Of Deliveries Miss, Supply Concerns: Analyst
October 03, 2022
Tickers
TECH
TSLA
Tags
Tech
Movers
Analyst Ratings
From
Benzinga
Micron Technology Earnings Were 'Materially Worse' Than Expected: 6 Analysts Comment
September 30, 2022
Tickers
MU
Tags
BMO Capital Markets
Morgan Stanley
Earnings
From
Benzinga
7 Biogen Analysts On Alzheimer's Drug Success As Stock Skyrockets 37%
September 28, 2022
Tickers
BIIB
Tags
Benzinga
Reiteration
Atlantic Equities
From
Benzinga
This Chegg Analyst Says The Bear Case Is Off The Table
September 26, 2022
Tickers
CHGG
Tags
Needham
Ryan MacDonald
Price Target
From
Benzinga
This Cloud-Native Data Platform Provider's Stock Could Jump 30%
September 16, 2022
Tickers
SNOW
TECH
Tags
Mike Cikos
cloud
Tech
From
Benzinga
Voice of the Faithful commemorates 20 years of keeping the faith, changing the Church
September 15, 2022
Tags
Voice Of The Faithful
William Clark
Phyllis Zagano
From
PRLog
Tesla Vs. Fisker Vs. Rivian Vs. Lucid: Analyst Weighs In On EV Makers As Adoption Shifts To Top Gear
September 15, 2022
Tickers
EVS
FSR
LCID
RIVN
Tags
Global
electric vehicles
FSR
From
Benzinga
Apple 'Selling Fear' With Focus On Safety In New Products; Analysts See More Reasons For Consumers To Upgrade To iPhone 14
September 09, 2022
Tickers
AAPL
AVGO
CRUS
QRVO
Tags
SWKS
Apple Airpods
Morgan Stanley
From
Benzinga
6 Zscaler Analysts Give Their Takes On Upbeat Earnings, Guidance
September 09, 2022
Tickers
TECH
ZS
Tags
JMP Capital Markets
Trevor Walsh
ZS
From
Benzinga
DocuSign Shares Gain On 'Better-Than-Feared' Earnings Beat: 5 Analysts Chime In
September 09, 2022
Tickers
DOCU
Tags
Rishi Jaluria
Reiteration
Keith Weiss
From
Benzinga
8 Coupa Software Analysts Weigh In After Stock Spikes Following Upbeat Q2 Results
September 07, 2022
Tickers
COUP
Tags
Brad Sills
Needham
Raymond James
From
Benzinga
Okta Stock Is Sliding Down, Despite 6 Analysts' Mixed Takes on Q2 Earnings, Guidance
September 01, 2022
Tickers
OKTA
Tags
Reiteration
Stephens
Benzinga
From
Benzinga
5 Chewy Analysts On Q2 Earnings: 'Profitability Is No Doubt A Bright Spot'
August 31, 2022
Tickers
CHWY
RBC
Tags
Reiteration
Benzinga
Price Target
From
Benzinga
6 CrowdStrike Analysts Offer Takes On Earnings Beat And Raise Quarter
August 31, 2022
Tickers
CRWD
Tags
Trevor Walsh
Tal Liani
Brian Colley
From
Benzinga
< Previous
1
2
...
15
16
17
18
19
20
21
22
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.